Administration Assistant Apprentice Chilvester Financial

Not sure about university? Consider building your career in Financial Services and gain a professional qualification whilst being paid. If you are looking to kick start your career in Financial Services, then this positon is perfect for you. Don’t delay, apply today!

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Closing date: 29 Oct 2017

Apprenticeship summary

  • Weekly wage


  • Working week

    Monday to Friday 9.00am - 5.00pm to include up to one hour for breaks. The timing of breaks must be agreed with flexibility to ensure that the office is staffed throughout the day. 20 days holiday per annum (in addition to usual bank holidays).

    Total hours per week: 35.00

  • Apprenticeship duration

    18 months

  • Possible start date

    06 Nov 2017

  • Date posted

    29 Sep 2017

  • Apprenticeship level

    Advanced Level Apprenticeship

  • Reference number


  • Positions

    1 available

This appointment is the first year of our three-year training programme which will lead to a series of qualifications awarded by the Chartered Insurance Institute, our leading professional body. This first year of the programme will encompass a Level 3 Financial Administrator qualification.

We are looking for dynamic individuals to join our team, based initially in our Calne town centre office, to learn the business and to develop the skills that will build your career within our profession.

You will start as an Administration Assistant, learning the company and workflows by working closely with one or more of our key administrative specialists. You will then start to shoulder more responsibilities as you gain competence and confidence in your work.

The role will expand with experience and training to include (but may not be limited to) the following:

  • Reception duties - Receiving and forwarding telephone calls, taking messages as required. Greeting visitors, providing refreshments and making them feel welcome.
  • Post room duties - The opening, scanning, collating and distribution of post in. Recording, franking and mailing of post out. Paper and document management to include scanning to electronic format and shredding.
  • Admin duties - Supporting advisers and admin team in managing their workflow. This will include data input into key software systems; contact by telephone, post, fax and email with product providers and clients to progress applications; record keeping, the maintenance of accurate records of client data and contact histories. Running a regular stationary audit.
  • General office duties - Maintenance of general office environment; tidiness of front office, meeting rooms and refreshment area.

Requirements and prospects

Desired skills

  • Accuracy and attention to detail is paramount.
  • Literacy, legible handwriting, good grammatical skills, ability to spell.
  • Mathematical competence, the ability to work with numbers.
  • ICT competence, good understanding of word processing (Ms Word).

Personal qualities

  • A happy outgoing nature is necessary as you will be the first point of contact for many existing and potential clients.
  • You will be dealing with confidential client data on a regular basis which means that honesty and integrity are important qualities we require of you.
  • You will be quick to learn and prepared to take on responsibilities as training and experience allows.
  • You must live within an easy commute of Calne

Qualifications required

  • GCSE grade C or above English and Mathematics plus at least one A level in a relevant subject.

Future prospects

Following the successful completion of this year, your development could lead on to a two-year Level 4 Higher Apprenticeship and a Diploma in Regulated Financial Planning; the basic qualification standard for our financial advisers. At this stage, you may however decide that you are more comfortable to remain within a non-client facing role and we will then mould your training and professional qualification around a specific role within our support team. Learning never stops; we continue to train and develop our team with some staff going on to sit further qualifications leading to our most revered professional qualification, becoming Chartered. We pay a competitive salary whilst your training continues and we cover all your tuition and qualification costs. This means that you will complete your professional qualification without debt and no student loan!

About the employer

We are a leading local financial advisory company keen to train the advisers and technical specialists of tomorrow. Chilvester is a firm of Chartered Financial Planners advising individuals and businesses on their investment strategies and finance needs. We uphold the highest of business ethics and are committed to the ongoing training and development of all our staff.


Chilvester Financial



Oxford Road


SN11 8AA

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Training provider

Full on-the-job training and support will be provided to enable the successful applicant to undertake the full range of duties required of the role.

In addition, training will also be provided towards the Apprenticeship in Insurance Practioner Level 3 through either in-house delivery or center based delivery.

The Insurance Practioner Level 3 consists of the following:

  • Level 3 Apprenticeship Standard in Insurance Practioner.
  • Technical Certificate Cert CII.
  • Employment Rights and Responsibilities.
  • Functional Skills in Literacy and Numeracy (if required).

Apprenticeship standard

Insurance > Insurance Practitioner

Training provider


Applications for this apprenticeship are being processed by BABINGTON BUSINESS COLLEGE LIMITED


Adam Kemp 01332 345450

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Closing date: 29 Oct 2017